About Me Picture2.jpg

Christopher R. Jones,

CFP®,

APMA® , BFA™

Founder & Managing Principal

For more than a decade, Chris has helped his clients through the investment management and financial planning process.

Chris graduated with a business administration degree from Lindenwood University and completed the Certified Financial Planner program through Northwestern University in 2014.

Chris Jones was named by Forbes as Forbes Next Gen Best-In-State Wealth Advisors in 2019.

Chris holds the following designations:

  • Certified Financial Planner™ CFP®

  • Accredited Portfolio Management Advisor™ APMA®

  • Behavioral Financial Advisor® BFA™

Chris is also actively involved in the non- profit community, at both the board level and as a volunteer. 

Designations and Professional Organizations

 

Certified Financial Planner™

CFP® certification is recognized as the highest standard in personal financial planning. Only CERTIFIED FINANCIAL PLANNER™ professionals are rigorously trained in 72 areas of financial expertise and must accrue thousands of hours of experience prior to earning their certification. With a CFP® professional, you get a financial planner partner committed to working in your best interest and the confidence that comes with building a comprehensive plan.

Accredited Portfolio Management Advisor™

Individuals who hold the APMA® designation have completed a course of study encompassing client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory and investor psychology. Advisors have hands-on practice in analyzing investment policy statements, building portfolios, and making asset allocation decisions including sell, hold, and buy decisions within a client’s portfolio.

Behavioral Financial Advisor®

Behavioral Financial Advisors focus on the core concepts of behavioral financial advice and apply these concepts to your life. I will help you develop and improve the moral and emotional competencies necessary to help you make better decisions in your life and throughout the financial planning process.